>_ s14×+
⋮
> I want one place to track my inquiries, where each conversation stands, and what needs to happen next.⏺Build crm/inquiries · table view⎿Contact · Status · Next step⏺The table is live. Add records as inquiries come in; each row keeps its status and next step.> I want to see where each conversation stands, like a board. Keep the table too.⏺Edit crm/inquiries · add board view⎿Board added · table retained⏺Both views read the same records. The board groups them by status.later session> Who needs a reply?⏺Read(crm/inquiries)⎿CRM inquiry records · 2⏺Morgan needs a reply about setup. Alex is waiting to send the project brief.>session 14 · CRM example
◀ from the first request
Iteration 1 · Inquiry table
InquiriesCustom tool2 records
Table
ContactStatusNext step
MorganNeeds replyAnswer the question about setup
AlexAwait the project brief
◀ from the board request
Iteration 2 · Board and table
InquiriesCustom tool2 records
TableBoardSame two records

Needs reply 1

MorganNext step

Answer the question about setup.

Waiting on customer 1

AlexNext step

Await the project brief.

▶
CRM records inform the next session.The answer to “Who needs a reply?” comes from the statuses and next steps in these records.